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Strategic Wealth Partners’s Morningstar MORN Stock Holding History

Strategic Wealth Partners’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-100
Closed -$14 – 359
2019
Q3 		$14 Hold
100
– – ﹤0.01% 468
2019
Q2 		$14K Hold
100
– – 0.01% 448
2019
Q1 		$13K Buy
+100
New +$12K 0.01% 458

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Strategic Wealth Partners's MORN Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Morningstar (MORN) in Q4 2019, closing a stake of 100 shares — an estimated $14 sold.

Strategic Wealth Partners first reported a position in MORN in Q1 2019 and held it in 3 quarters. The position peaked at $14K in Q2 2019. 240 funds tracked by Wall St. Rank hold MORN as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Morningstar position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 100 Morningstar shares in Q4 2019, an estimated $14.
  • Strategic Wealth Partners first reported a position in Morningstar in Q1 2019 and held it in 3 quarters.
  • Strategic Wealth Partners's Morningstar position peaked at $14K in Q2 2019.
  • 240 funds tracked by Wall St. Rank held Morningstar as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.